2020-06 Kaa

Previously, notifications for notes tied to a customer or a customer's related tasks, products, SKUs, and orders would display on the customer's screen. However, the tasks screen would only show notifications for task notes, a product or charge and plan screen would only show notifications for the product's notes, and an order's screen would show notifications for that order's notes.

Now, if you are viewing a task, product, charge or plan, or order for a customer, then all customer notes requiring notifications displays on those pages.

NOTE: The following notifications display behavior has not changed: Note notifications specific to an item when viewing a task, product, or order that is not associated with a customer, and note notifications specific to a charge or plan's product when viewing a charge or plan that is not associated with an item.

The days aged field on the customers screen header has been improved to accurately reflect the days since the customer was billed, instead of always matching the days late header.

The days late header indicates how many days a customer is past the due date if they have an outstanding balance. The days late is calculated by days using the following formula: Aged - adjustedduedatedays (from billoptions)

A new field called Number of Lines has been added to the Orders screen. It is informational only.

System-wide performance improvements have been made to the TBS application. The following areas will likely show the most improvement:

• Customers Edit screen
• Products Edit screen

The TBS invoice creation process has been enhanced to support appending a PDF document to the end of all invoices. This feature allows clients to add their own invoice messages/inserts to all invoices created during the bill run.

This feature is configured on the Invoice Messages administration screen.

LOCATION: Setup / Accounting & Invoicing / Invoice Messages

To use this feature:

1. Access the appropriate message record.
2. From the Invoice Section drop-down list, select PDFINSERT.
3. Using the options that appear, navigate to and select the PDF to insert.

4. Using the Insert PDF After Page Number text box, specify the location for the PDF in the invoice.

   TIP: To add the PDF to the end of the invoice, set the page number to -1.

5. Save your changes.

In certain ares in the system (including the Charges and Plans Inventory screen), you can hover over the plan info icon in certain grids to see a summary of a given plan's rates.

LOCATION: Products / Charges & Plans / Inventory

Previously, SKUs using the NPANXXOrig rating would not show rates in this summary. Now, NPANXXOrig rates will show Interstate and Intrastate rates in this hover text.

Additionally, the rates in this hover text were typically being rounded to two decimal places. This rounding has been removed.

When removing an agent from a customer, a warning message now appears informing you that removing the agent from the customer will also remove any commissions overrides on the customer's products and charges related to that agent.

LOCATION: Channel Support / Agents

This warning message itself appears on the Customer Information screen's agents grid.

• General

  Previously, an error would sometimes occur when trying to change a customer's corporate account. This issue has been resolved. (264997)

• Commissions

  • Previously, an error would occur when trying to use the commissions bulk add, update, and delete screens on customers with a large numbers of products or charges (2100 or more records). These screens now work as expected. (262695)
  • Previously, a commissions option was always required, even when there were no commissions to replicate. Now, the product replication screen no longer provides an option for commissions when there are no commissions overrides on the product or its charges. (263296)

  • On the commissions bulk add screen, the If the selected agent is already assigned: Update the Plan option was not updating the commissions plans properly. This issue has been fixed. (264895)

• Traditional

  Entering the zip code and pressing the Tab key caused an error on the Facilities tab. This issue has been resolved. (264152)

NOTE: Also see BillHistoryV2 changes below.

The following fields have been dropped:

• None

The following fields have been altered:

• -- InvoiceMessages.InvoiceMessage IsNullable (False -> True)
• -- T4BillingCycles.Description IsNullable (True -> False)
• -- WebhookRequests.Headers CharacterMaximumLength (255 -> 600)

The following tables and views have been added:

• QuickBooksSpecialItems

• T4BillingCyclesView

The following fields have been added:

• CustomerInformation.DaysAged

• Customers.DaysAged

• InvoiceMessages.PdfInsert_FileBytes

• InvoiceMessages.PdfInsert_AfterPageNumber

• QuickbooksInvoiceExportView.QuickBooksItemRefId

• QuickbooksInvoiceExportView_Unprocessed.QuickBooksItemRefId

• QuickBooksSpecialItems.QuickBooksSpecialItemsKey

• QuickBooksSpecialItems.ItemID

• QuickBooksSpecialItems.QuickBooksRefID

• T4BillingCycles.CompanyKey

• T4BillingCycles.OriginalCycle_DeleteAfterKaa

• T4BillingCyclesView.Description

• T4BillingCyclesView.Cycle

• T4BillingCyclesView.Billable

• T4BillingCyclesView.CompanyName

• T4BillingCyclesView.CompanyKey

• WebhookRequests.PaymentProcessed

The following fields have been dropped:

• None

The following fields have been altered:

• None

The following tables and views have been added:

• None

The following fields have been added:

• None